Our initial meeting is to get to know each other and for me to understand what your immediate and future financial goals are. I’ll ask some questions around what you have in place currently, work you through some worse case scenario’s and understand what your ideal financial future would look like.
It is NOT my intention to try to sell you a policy during our first meeting!
It would be most useful if I could meet both you and your spouse (if you have one) together at the same time. This enables me to best understand your requirements and your families needs and commitments. It also helps with liquidity planning for estate planning purposes.
It would be helpful if you could have the following documents available when we meet:
If you agree with my recommendations, I’ll then ask you to place your business with me.
I'm a financial adviser looking to develop long term relationships with my clients.